Import fund updates via CSV to bulk edit funds

Administrator does not have allocation numbers for the new fiscal year at time of rollover. After rollover is completed the librarian needs to allocate money to all budgets in the new fiscal year. User downloads all budgets so they have a full picture of all funds on a particular ledger. Then updates numbers in spreadsheet and uploads all numbers to update values in Finances

Library may want to upload budget numbers for planned budgets for the coming year. This would require us to have the ability to choose what fiscal year we are adding the budget information to.

Note: not all libraries allow for this to happen (Eg. Library of Congress)

Mid fiscal year it is sometimes necessary to make updates to budget allocations. To do this we would export budgets and make changes to the necessary budgets. Uploading these changes would result in increases or decreases in allocation for the budget that were changed. 

Note: For most mid year adjustment the use of a spreadsheet could be overkill. Small changes/transfers are manageable on a fund by fund basis.

User needs to confirm the change in allocation numbers will still add up correctly. Librarian will compare current budget numbers to the budget numbers after their changes before updating budgets permanently so they do not need to create additional transactions just to correct mistakes.

Often done even when updating manually. Reports are run as the allocation changes are being made in order to catch mistakes early.

Fund totals for certain fund types are used by helper applications to create commitments in accounts payable system. The helper app (PL1 scripts) receives the total funding number and creates an "LQ" commitment in the AP system.